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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,369 | $81,504-79.9% | $102,437-84.0% | $80,959-79.8% |
| Participation rate | 51.5% | 66.9%-15.3pp | 74.5%-23.0pp | 67.7%-16.1pp |
| Annual return | 10.30% | 25.60%-15.3pp | 24.95%-14.7pp | 35.67%-25.4pp |
| Employer contribution / active EE | $635 | $3,104-79.5% | $3,871-83.6% | $2,757-77.0% |
| Participant deferral / active EE | $3,182 | $3,871-17.8% | $5,060-37.1% | $4,300-26.0% |
| Admin fee / account holder | $3,437 | $6,719-48.9% | $8,388-59.0% | $6,925-50.4% |